Kv Cleveland Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kv Cleveland Group, INC.
  • Sponsor EIN: 813625857
  • Sponsor Address: 7823 E BERYL AVE., SCOTTSDALE, AZ, 85258
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $285,821

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$285,821$600$13,805
20236$267,450$1,685$8,739
20226$244,522$3,369$24,155

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